长江商报消息 磷酸铁锂行业景气度提升，头部企业富临精工（300432.SZ）扩产不断。 1月5日晚间，富临精工发布两则重磅投资公告，子公司江西升华新材料有限公司（下称"江西升华"）将 在内蒙古鄂尔多斯市两地布局三大项目，总投资达87亿元，涵盖高端储能用磷酸铁锂及前驱体材料生 产，全面完善新能源产业链布局，抢抓储能市场发展机遇。 目前，富临精工主要布局锂电池正极材料和汽车零部件两大业务，营收占比分别为66%、31.6%。2025 年前三季度，公司的营业收入超90亿元，创出同期新高。 继续加码磷酸铁锂全产业链 近五年累投9.22亿研发费 资料显示，富临精工主要业务为汽车发动机零部件、新能源汽车智能电控和新能源锂电正极材料的研 发、生产和销售。2015年，公司登陆深交所上市。 与新能源锂电池正极材料业务随市场变化而波动不同的是，近年来，富临精工汽车零部件及配件制造业 务的收入较为稳定，2020年为17.88亿元，2024年增长至36.41亿元。 2025年前三季度，富临精工实现营业收入90.85亿元，同比增长54.43%，规模和增速均创三年来新高； 实现归母净利润为3.25亿元，同比增长4.63%。 富临精工继续布 ...

1月6日，富临精工盘中下跌2.02%，截至10:39，报17.48元/股，成交9.45亿元，换手率3.14%，总市值 298.87亿元。 资金流向方面，主力资金净流出7053.16万元，特大单买入7476.29万元，占比7.91%，卖出1.05亿元，占 比11.08%；大单买入2.01亿元，占比21.31%，卖出2.42亿元，占比25.61%。 富临精工今年以来股价涨4.67%，近5个交易日涨7.83%，近20日涨9.94%，近60日跌11.04%。 富临精工所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：减速器、人形机器人、比 亚迪概念、机器人概念、小鹏汽车概念等。 截至9月30日，富临精工股东户数12.13万，较上期增加33.02%；人均流通股13939股，较上期减少 24.82%。2025年1月-9月，富临精工实现营业收入90.85亿元，同比增长54.43%；归母净利润3.25亿元， 同比增长4.63%。 分红方面，富临精工A股上市后累计派现7.36亿元。近三年，累计派现3.66亿元。 机构持仓方面，截止2025年9月30日，富临精工十大流通股东中，香港中央结算有限公司位居第三大流 通股东 ...

资料显示，富临精工股份有限公司位于四川省绵阳高端制造产业园凤凰中路37号，成立日期1997年11月 10日，上市日期2015年3月19日，公司主营业务涉及汽车零部件和锂电正极材料的研发、生产和销售。 主营业务收入构成为：锂电正极材料68.09%，汽车发动机零部件31.91%。 富临精工所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：磷酸铁锂、储能、麒麟电 池、锂电池、宁德时代概念等。 截至9月30日，富临精工股东户数12.13万，较上期增加33.02%；人均流通股13939股，较上期减少 24.82%。2025年1月-9月，富临精工实现营业收入90.85亿元，同比增长54.43%；归母净利润3.25亿元， 同比增长4.63%。 12月25日，富临精工盘中上涨2.11%，截至13:19，报15.95元/股，成交4.41亿元，换手率1.66%，总市值 272.71亿元。 资金流向方面，主力资金净流入2467.69万元，特大单买入2482.39万元，占比5.63%，卖出1589.54万 元，占比3.61%；大单买入1.06亿元，占比23.99%，卖出9002.11万元，占比20.42%。 富临精工今年 ...

长源东谷（603950）12月22日下午披露，公司董事会审议通过了《关于选举公司第五届董事会副董事长 的议案》，为进一步完善董事会治理结构，公司董事会同意选举董事李易轩先生为公司第五届董事会副 董事长。 简历显示，李易轩出生于2001年2月。其毕业于美国耶鲁大学，先后取得理论经济学学士、金融数学硕 士学位，具备深厚的经济理论功底与金融量化分析能力。 李易轩为长源东谷实际控制人李佐元、徐能琛之子。去年4月，在长源东谷董事会换届选举中，李易轩 当选为公司董事。根据上市公司当时披露，李易轩还拥有耶鲁大学授予的文学学士学位。 长源东谷于2020年上市，主营业务为汽车发动机零部件的研发、生产及销售。公司主营业务模式包括产 品销售及受托加工。产品销售模式下，公司自行生产或采购缸体、缸盖、连杆等毛坯进行加工后向客户 销售；受托加工模式下，公司按照客户要求为其提供的缸体、缸盖、连杆等毛坯进行加工。长源东谷的 主要客户为福田康明斯、东风康明斯、东风商用车、广西玉柴、比亚迪（002594）、赛力斯（601127） 等大型发动机整机生产厂商和整车生产厂商。 今年3月下旬，在长源东谷全资子公司襄阳长源朗弘科技与鹍航智能等成立合资公司 ...

12月18日，富临精工盘中下跌2.02%，截至13:37，报15.00元/股，成交3.19亿元，换手率1.25%，总市值 256.46亿元。 富临精工今年以来股价涨37.44%，近5个交易日跌3.16%，近20日跌7.64%，近60日跌8.09%。 分红方面，富临精工A股上市后累计派现7.36亿元。近三年，累计派现3.66亿元。 今年以来富临精工已经2次登上龙虎榜，最近一次登上龙虎榜为11月18日，当日龙虎榜净买入-1.62亿 元；买入总计3.03亿元 ，占总成交额比9.73%；卖出总计4.65亿元 ，占总成交额比14.96%。 机构持仓方面，截止2025年9月30日，富临精工十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2036.54万股，相比上期增加707.07万股。易方达国证机器人产业ETF（159530）位居第五 大流通股东，持股1739.42万股，为新进股东。南方中证1000ETF（512100）位居第八大流通股东，持 股937.97万股，相比上期减少8.65万股。东方新能源汽车主题混合（400015）位居第九大流通股东，持 股882.66万股，持股数量较上期不变。建信新能源行业股票 ...

Core Viewpoint - The company, Fulian Precision (300432), has established a leading position in the high-pressure lithium iron phosphate market, gaining favor in the high-end power market and among customers [1] Financial Performance - In the first half of 2025, the company's main business revenue from automotive engine components reached 1.837 billion, representing a year-on-year increase of 13.34% [1] - The revenue from lithium battery cathode materials amounted to 3.837 billion, showing a significant year-on-year increase of 96.83% [1]

Core Viewpoint - Fulin Precision's stock has shown significant volatility, with a year-to-date increase of 52.01%, but a recent decline of 8.80% over the last five trading days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Financial Performance - For the period from January to September 2025, Fulin Precision achieved a revenue of 9.085 billion yuan, representing a year-on-year growth of 54.43%. The net profit attributable to shareholders was 325 million yuan, reflecting a growth of 4.63% compared to the previous year [2]. - The company has distributed a total of 736 million yuan in dividends since its A-share listing, with 366 million yuan distributed over the last three years [3]. Stock Market Activity - As of November 19, Fulin Precision's stock price was 16.59 yuan per share, with a market capitalization of 28.365 billion yuan. The stock experienced a trading volume of 560 million yuan and a turnover rate of 2.02% [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on November 18, where it recorded a net buy of -162 million yuan [1]. Shareholder Structure - As of September 30, 2025, Fulin Precision had 121,300 shareholders, an increase of 33.02% from the previous period. The average number of circulating shares per shareholder decreased by 24.82% to 13,939 shares [2]. - Notable shareholders include Hong Kong Central Clearing Limited, which holds 20.3654 million shares, and E Fund National Robot Industry ETF, which is a new entrant among the top ten shareholders [3].

Core Viewpoint - Fulin Precision's stock has shown significant growth this year, with a year-to-date increase of 78.94%, driven by strong performance in its main business segments [1][2]. Financial Performance - For the period from January to September 2025, Fulin Precision achieved a revenue of 9.085 billion yuan, representing a year-on-year growth of 54.43%. The net profit attributable to shareholders was 325 million yuan, reflecting a year-on-year increase of 4.63% [2]. - The company has distributed a total of 736 million yuan in dividends since its A-share listing, with 366 million yuan distributed over the past three years [3]. Stock Market Activity - As of October 30, Fulin Precision's stock price reached 19.53 yuan per share, with a market capitalization of 33.392 billion yuan. The stock experienced a trading volume of 6.87 billion yuan and a turnover rate of 2.10% [1]. - The stock has been actively traded, with a net inflow of 931,800 yuan from main funds and significant buying and selling activity from large orders [1]. Shareholder Structure - As of September 30, 2025, Fulin Precision had 121,300 shareholders, an increase of 33.02% from the previous period. The average number of circulating shares per shareholder decreased by 24.82% to 13,939 shares [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited and E Fund National Robot Industry ETF, with changes in their holdings observed [3].

Core Viewpoint - Fulin Precision has seen a stock price increase of 10.88% over the past three days, closing at 19.57 CNY per share with a market capitalization of 33.46 billion CNY [1] Company Overview - Fulin Precision was established on November 10, 1997, and went public on March 19, 2015. The company is located in Mianyang, Sichuan Province, and specializes in the research, production, and sales of automotive parts and lithium battery cathode materials [1] - The revenue composition of Fulin Precision is 68.09% from lithium battery cathode materials and 31.91% from automotive engine components [1] Shareholder Information - Among the top ten circulating shareholders, a fund under CCB Fund Management, CCB New Energy Industry Stock A (009147), has increased its holdings by 1.4275 million shares, totaling 10.2598 million shares, which represents 0.61% of the circulating shares [2] - The fund has realized a floating profit of approximately 6.874 million CNY today and 19.6987 million CNY during the three-day price increase [2] Fund Performance - CCB New Energy Industry Stock A (009147) was established on June 17, 2020, with a current scale of 3.196 billion CNY. Year-to-date returns are 28.47%, ranking 2017 out of 4218 in its category, while the one-year return is 22.95%, ranking 2193 out of 3878 [2] - The fund has achieved a cumulative return of 85.08% since inception [3]

Core Viewpoint - Fulin Precision's stock has shown significant growth this year, with a year-to-date increase of 76.75%, driven by strong performance in its core business segments, particularly in lithium battery materials and automotive components [1][2]. Company Performance - As of June 30, 2025, Fulin Precision achieved a revenue of 5.813 billion yuan, representing a year-on-year growth of 61.70%, and a net profit attributable to shareholders of 174 million yuan, up 32.41% year-on-year [2]. - The company's main business revenue composition includes lithium battery materials at 68.09% and automotive engine components at 31.91% [1]. Stock Market Activity - On October 28, 2023, Fulin Precision's stock price rose by 2.06%, reaching 19.29 yuan per share, with a trading volume of 1.356 billion yuan and a turnover rate of 4.22% [1]. - The stock has seen significant trading activity, with net inflows of 52.581 million yuan from major funds and a notable presence on the "Dragon and Tiger List" with a net buy of 203 million yuan on September 30, 2023 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 18.56% to 91,200, with an average of 18,541 shares held per shareholder, up 18.07% [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited and Jianxin New Energy Industry Fund, which have increased their holdings [3]. Dividend Distribution - Fulin Precision has distributed a total of 736 million yuan in dividends since its A-share listing, with 366 million yuan distributed over the past three years [3].